HomeEmployee OnboardingPoliciesTarget (Assign) a Policy

7.4. Target (Assign) a Policy

Policies are usually set up for all new hires. When only some new hires need to review a policy, it can be targeted (or assigned) to the part of the organization where those people are being hired. When existing employees need to review a policy, it needs to be targeted (or assigned) to the specific employees.

Target a Policy to New Hires assigned to an Organization in your Company

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Tell me

  1. Go to Policies.
  2. Select a policy.
  3. Under the "Target Criteria" section, click on the "New" button.
  4. Enter a name.
  5. Uncheck the "Target Policy to all employees" box.
  6. Select the organization levels to which the policy applies to.
  7. Click the "Save" button.

 

Target a Policy to Both New Hires and Existing Employees

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Tell me

  1. Go to Policies.
  2. Select a policy.
  3. Under the "Target Criteria" section, select "All Emplyees".
  4. Click the "Retarget" button to immediately assign the Policy to everyone.

 

Related Topics

Policy Overview

Set up a Policy

Edit an existing Policy

Set up the Organization Hierarchy

 

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